Westport, CT Office
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Quorus Inc.
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About
Quorus provides professional portfolio management primarily as a sub-advisor to registered investment advisors and wealth managers, and also serves direct individual and high-net-worth clients through separately managed accounts (SMAs). Services include implementing licensed Models from Quorus and third-party model and index providers, ongoing portfolio management, automated rebalancing, and support for Third-Party Sponsors such as broker-dealers, banks and larger RIAs; like many supported firms, it charges percentage-of-AUM fees and serves individual and high-net-worth investors.
The firm positions itself as a technology-powered implementation and tax-overlay manager that creates custom portfolios aligned with client values and IPS constraints, applying quantitative, fundamental and technical inputs from licensed Models. Quorus uses automated processes — including a daily account review and a tax-loss-harvesting algorithm — and typically manages accounts on a discretionary basis while also offering strategies that can include long/short exposures and use of leverage in certain mandates.
Distinctive features include an ownership and model-licensing affiliation with an established asset manager (WisdomTree), which results in licensed Models and fee-sharing arrangements with model providers — an uncommon structure among peers. Quorus’s primary role as an implementation-focused platform that licenses and operationalizes third‑party Models, together with its automated tax and monitoring tools and recent SEC registration, differentiates it from typical boutique sub-advisors that originate most models in-house.
Based on Quorus Inc.
Expertise
Based on Quorus Inc.
Location
500 Post Road East, 2nd Fl, Suite 303
Westport CT 06880
Advisors at this office
3
Advisors at this office
Alexandra L
Series 65
Westport, CT
Quorus Inc.
Alexandra Lyon is a financial advisor at Quorus Inc. with two years of industry experience. She holds a Series 65 designation and has previously worked at firms including Magnifi LLC, TIFIN Distribution Partners, TIFIN GROW LLC, OpenInvest, and Stone Harbor Investment Partners. Quorus provides professional portfolio management primarily as a sub-advisor to registered investment advisors and wealth managers, while also serving individual and high-net-worth clients through separately managed accounts. The firm combines licensed Models from Quorus and third-party providers with automated processes such as daily account reviews and tax-loss harvesting to manage portfolios aligned with client values and investment policy statements.
John H
CFA®, Series 63
Westport, CT
Quorus Inc.
John Hill is a CFA® charterholder with three years of industry experience. He has worked at Quorus Inc. since 2022 and previously held roles at Tegus and The Vanguard Group. Quorus Inc. provides professional portfolio management primarily to registered investment advisors and wealth managers, offering services through bespoke Separately Managed Accounts and sub-advisory relationships. The firm uses technology-driven implementation and tax-overlay strategies, including model due diligence and automated tax-loss harvesting, to serve a range of clients from individuals to family offices.
Prashant J
Series 65
Westport, CT
Quorus Inc.
Prashant Joshi is a Series 65-licensed financial advisor at Quorus Inc. with one year of industry experience. His prior roles include positions at New York University Stern, Lazard, Parametric Portfolio Associates/Morgan Stanley, and BCCM Advisors. Quorus provides professional portfolio management primarily as a sub-advisor to registered investment advisors and wealth managers, while also serving individual and high-net-worth clients through separately managed accounts. The firm applies technology-driven portfolio implementation and tax-overlay management utilizing licensed third-party models and automated processes, distinguishing itself with a model-licensing affiliation with WisdomTree.
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